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The first thing you need to do in the import configurations view is to select a rate table (the import template will autocomplete if existent). Then, drag-and-drop or upload an import file. Additionally, you can specify the following parameters:

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• Rates type - an equivalent to an importing page from earlier versions. While importing, at least 1 sheet must be of Rates type. For this type, the following columns are mandatory:
  1. Dst Code/Code Name - indicate at least one of them
  2. Rate
  3. Effective Date - if you don't indicate this column, the Effective Date, specified in the Code Rules information block, will be applied to imported rates.
     
• Src Codes type - this type allows a user to perform the import to the code deck attached to the rate table. For this, indicate source codes/code names in the two columns: Src Code and Src Code Name. If selected, both columns must be specified.
• Codes type - this type allows a user to perform the import to the code deck attached to the rate table. For this, indicate destination codes/code names in the two columns: Code and Code Name.  If selected, both columns must be specified.
  

Starting from JeraSoft Billing v3.18.0, the user has an option to select the Skip this sheet option for the system to ignore respective sheet during import. More about sheet types configuration here.

Screenshot: Sheet types

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On the second step, you can also save the importing rate table as a template for further usage during import. To do so, specify a template

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title in the bottom left corner of the tab,

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 and click the Save Template button (see screenshot above).

To open advanced configurations, click on a grey downwards arrow Image Modified icon next to the to Step 2: Import Settings. Advanced settings contain the following fields:

Screenshot: Advanced settings

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Field	Description
On Duplicates	Determines billing behavior if it finds a rate row duplicate. Duplicates are checked by Code + Effective Date pair of columns. Update with the latest value - if multiple duplicates were found, the last value is stored Skip duplicate rows - if there are multiple duplicates, only the first value will be stored Alert me about duplicates - if duplicates are detected, VCS  JeraSoft Billing will alert you about them Panel borderColor #ffffb3 bgColor #ffffb3 borderWidth 2px    Attention Alert limitation about rate duplicates during the import process. It means that the import process cannot proceed if you get more than 1,000 duplicate alerts. This limitation applies while the Alert me about duplicates option is enabled in the On duplicate rates field in the Import tab
On Errors	Determines billing behavior if an inconsistency or error was found in the importing file (data inconsistency, incorrect symbols, etc.) Import correct rows and show all found errors - import error-free rows and display the list of errors, if any If errors are found, abort import and show all errors - if any error is found, stop the import and display a list of errors
Datetime Format	Specify the date format of an imported file. Please note, the auto-detection of date and time can be performed with files that contain one of the date and time formats, listed below: DD-MM-YYYY (%d-%m-%Y) = 28-12-2018 YYYY-MM-DD (%Y-%m-%d) = 2018-12-28 MM/DD/YYYY (%m/%d/%Y) = 12/28/2018 DD.MM.YYYY (%d.%m.%Y) = 28.12.2018 YYYY/MM/DD (%Y/%m/%d) = 2018/12/28 YYYYMMDD (%Y%m%d) = 20181228 YYYY-MM (%Y-%m) = 2018-12
Billing Increment	Billing Increment defines the way events are billed and combines two parameters: minimum volume and tariffication interval or three parameters: minimum volume,tariffication interval and grace volume. Indicate the order of parameters recognition in the Billing Increment column: Min Volume/Interval Interval/Min Volume Min Volume/Interval/Grace Volume Interval/Min Volume/Grace Volume For example, if the Billing Increment column in your import file is 1, 5, and you selected Min Volume/Intervalvalue in this field, the system will recognize 1 as Minimum Volume and 5 as a Tariffication Interval for a target rate.
Skip dash in codes	Select whether a dash in codes must be skipped or not: Enabled - codes, written as 1201-1205, will be imported as a single 12011205 code Disabled- 1201-1205 codes will be imported as separate 1201, 1202, 1203, 1204, 1205 codes
Split Src Code Name	This option is used only in case source code names contain an underscore symbol. Choose one of the following: Disabled - if an Src Code Name is, for instance, USA_Columbia, it will be preserved as it is after import. By underscore - if selected, a USA_Columbia Code Name will be changed to Columbia after import.
Notificator Code Deck	Specify code decks that will be used for the next rates notification
Update Code Deck	Select the way you want both Src and Dst code decks to be updated with new/existing code names from current rates file: Disabled - leave selected code decks unchanged Import only not existing codes - code decks will be updated with codes and their names if they are missing Import all codes (update existing) -  сode decks and codes will be updated with code names taken from a file, overwriting of existing ones Import all codes (purge code deck first) - code decks are fully cleared and then all codes and code names are imported from a file Panel borderColor #ffffb3 bgColor #ffffb3 borderWidth 2px    Attention If Src Code and/or Dst Code sheet type are is selected, you need to enable this feature
Code Deck	Dst Code Deck that will be used for an Update Code Deck option. Select a destination code deck that you want to update with the above-mentioned settings (note that code deck specified settings here will only be available if you are importing a file, which contains Code Names in addition to Codes).
Src Code Deck	Src Code Deck that will be used for an Update Code Deck option. Select a source code deck that you want to update with the above-mentioned settings (note that code deck specified settings here will only be available if you are importing a file, which contains Code Names in addition to Codes).
A-Z AZ Mode	A special mode that determines system behavior regarding active/future rates: Disabled- leave active/future rates unchanged. Selected by default. Simple mode - active rates from a current Rate Table will be closed on the specified A-Z AZ close date if they aren't present in this import. Extended mode - all existing future rates will be marked as stashed. Currently, active rates (not presented in this import) will be closed by the date specified below.
A-Z AZ codes	Available if A-Z AZ Mode is active. Specify the exact code(s) A-Z AZ Mode is going to be applied to. By default, the field value is "*" (all codes)
A-Z AZ interval	Available if A-Z AZ Mode is active. It consists of two fields, where time and date of rates closure are specified: Time - select from a drop-down list: Beginning of the day - active/future rates will be closed at 00:00 of the specified day Import time - active/future rates will be closed at the exact time of import on the specified day Specify the period for AZ mode to close rates. The selectable options are: days from last midnight - the rates will be closed after the specified amount of days from the midnight of the import day days from now - the rates will be closed after the specified amount of days from the import day hours from XX:00 - the rates will be closed after the specified amount of hours from the start of an hour of the import timestamp hours from now - the rates will be closed after the specified amount of hours from the import timestamp Day - specify the interval of days after which rates will be closed Panel borderColor #ccffcc bgColor #ccffcc borderWidth 2px borderStyle solid Tip For a detailed explanation, check out our Knowledge Base article
A-Z AZ close date	Available if A-Z AZ Mode is active. The field displays the time and date of rates closure based on the A-Z interval (day) AZ interval parameters.
Agreements Tolerance, (days)	Define a number of days that the system will take into account while analyzing the new import and the current agreement with the vendor. If the dates of an agreement and the import are closer then the specified amount, the system will generate an alert for the manager.
Changes Threshold, (rates)	Define a number of changed rates that will serve as a threshold for the selected rate table. If exceeded, the system will generate an alert for the manager.
Deviation Tolerance, (%)	Define a the value of how much can an imported rate differ from an existing one in percent. If exceeded, the system will generate an alert for the manager.

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Code Rules Information Block

For adding a new code rule, click on the plus Image Added icon next to the information block name. 

When you add a rule and set the value in the fields, it will overwrite parameters specified in the respective columns of the file. If you leave fields empty, it will take the parameters from the file. 

If you add a rule with a * code for a certain service, not specified columns of the

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For adding a new code rule, click on the plus Image Removed icon next to the information block name. 

When you add a rule and set the value in the fields, it will overwrite parameters specified in the respective columns of the file. If you leave fields empty, it will take the parameters from the file. 

If you a add a rule with * code for a certain service, not specified columns of the imported rates will be filled in with the respective field values of this code rule. You can add rules with a * code for all services. The list of code rules fields is as follows:

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When the procedure has been executed, you will be forwarded to the Rates tab section where all imported rates will be displayed. They are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on the respective buttons in the top right corner of the tab, you can filter rates by type (see screenshot).

If Auto-Confirm option is disabled, you need to click the Confirm Filtered Rates button (see screenshot) to change rates status from stashed to active.

Screenshot: Confirming Rates

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Import History Tab

The tab contains information about all executed imports to this rate table. You can access it in the Rate Tables → Import History. It is presented in a form of table with the following columns:

Screenshot: Import History output

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 If the Auto-Confirm option was disabled during the import process, you need to Mass Edit the rates' status from stashed to active.

Screenshot: Confirming Rates

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Import History Tab

The tab contains information about all executed imports to this rate table. You can access it in the Rate Tables → {Specific Rate Table} → Import History. It is presented in the form of a table with the following columns:

Screenshot: Import History output

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The imported rates are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on the respective numbers of rates, you can see filtered rates by type (see screenshot above) in the Rates section.